Document Management

The intent of the Document Management functionality is to keep all project related documents centralized and accessible to team members and project stakeholders. We distinguish between two types of documents:

Primary Documents are template based documents that provide a consistent way to document key aspects of the project plan – see below for examples. These documents are created/updated as the project proceeds through the phases of development.

Ad Hoc Documents are other documents created by the project team during the course of the project.

These documents are managed within the PD-Trak stage/phase-gate software whether in the cloud or on your own company’s server and can be uploaded or downloaded by team members. Metadata is maintained for each document such as version and who and when the document was last modified.

The second category of documents managed by our project management system are other documents that the project manager or team needs to organize and manage based on the project requirements. These are organized into categories of documents with the categories defined by each project team. These are described as “ad-hoc documents” because they are defined as required for the project.

Within each category of documents, the individual document can be accessed and downloaded as needed. Metadata about the document is maintained such as author, revision, date and comments.